- Choose the workspace name in the top left corner to select a Workspace. Ensure you are in the correct Workspace that you want to manage team members for.
- Click the gear icon in the bottom and click on “Admin settings”.
Note: You will only see this menu option if you are in the admin or owner role on the workspace. If you are a member, you will see the gear icon and “Settings”. - Choose the “Members” tab to add, invite or delete members to the subscription.
- Setup your team.
- Invite a contact. Choose “invite member” if you want to add someone to your workspace. Enter the contact information and choose a role, owner, admin or member. Each role will grant different permissions to the user.
- Delete or deactivate a contact. Choose the three dots next to the right of a contacts name if you want to delete a member from the workspace or deactivate a member.
